See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,410 | $133,958-91.5% | $112,228-89.8% | $134,475-91.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.68% | 47.11%-58.8pp | 27.45%-39.1pp | 417.96%-429.6pp |
| Employer contribution / active EE | $1,807 | $4,038-55.3% | $3,635-50.3% | $4,740-61.9% |
| Participant deferral / active EE | $4,947 | $5,291-6.5% | $4,728+4.6% | $6,400-22.7% |
| Admin fee / account holder | $112 | $7,489-98.5% | $6,410-98.3% | $11,426-99.0% |